Smaller but equally attractive dividend payers, often offering the additional boost of faster capital appreciation, can be found in the Russell 3000, said Paul Hogan, co-manager of the $175 million FAM Equity Income Fund.
Milwaukee boasts some of the top managers in the business; 'happy here in my ignorance'
Say exchange-traded version of flagship fund lacks leverage, costs more; 'tool in their toolkit' missing
Asset manager launches branding program today; targets the 'inadequate 60/40 portfolio'
J.P. Morgan to revamp its stable value fund; Pimco to launch new offering next month
Target date fund fees have been declining year by year and basis point by basis point, and more cuts seem likely
The Mutual Fund Store, one of the largest RIA firms in the industry, has inked a deal to sell a controlling stake in its business to private equity firm Warburg Pincus. The announcement comes one month after <i>InvestmentNews</i> first reported that a deal for the RIA was in the works, which founder Adam Bold (pictured) denied at the time.
Sticking to his guns has paid off for Bruce Berkowitz so far in 2012, as his Fairholme Fund was up 17% in January
Alternative investment managers Bridgewater Associates and AQR Capital Management are turning their attention to the defined contribution plan market with tweaks to their strategies.
Bruce Berkowitz, whose $8 billion Fairholme Fund is suffering its second-worst year on record because of bad bets on financial firms, may have lost about $180 million today on Sears Holdings Corp.
Bruce Berkowitz, suffering from redemptions after loading the Fairholme Fund with financial stocks, sold his stakes in Goldman Sachs Group Inc. and Morgan Stanley while keeping Citigroup Inc. and Bank of America Corp.
Asset managers that provide investments and nothing else may feel pricing pressure from index funds, plans sponsors
Funds ranked by net outflows, and include total assets and outflows as a percentage of total assets.
The Supreme Court today ruled in favor of the mutual fund industry in a case involving responsibility for statements made in prospectuses. A big deal? SIFMA said a decision for the plaintiffis would have caused 'crippling uncertainty' in the securities market.
ETFs keep growing, underscoring the importance of exactly how they are bought and sold.
The question: Are such puny yields worth it when money isn't FDIC-insured?
